Arista Networks' second-quarter results handily beat guidance, and management raised its full-year revenue guide by 10%. Sales rose 38% year over year to $3.06 billion, and 2026 guidance now sits at $12.6 billion (up from $11.5 billion), representing 40% growth.
Arista Networks has gained a top market share position in high-speed switching, resulting, in our view, from technology leadership, and it continues to gain share.
Arista Networks has a weaker position in areas of networking outside high-speed switching and may struggle to expand into adjacent markets.
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Metric
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ANET
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HPE
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NVDA
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|---|---|---|---|
Price/Earnings (Normalized) | 56.02 | 16.39 | 32.86 |
Price/Book Value | 16.52 | 2.60 | 24.29 |
Price/Sales | 23.45 | 1.76 | 18.55 |
Price/Cash Flow | 55.72 | 9.64 | 32.10 |
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Metric
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ANET
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HPE
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NVDA
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|---|---|---|---|
Quick Ratio | 2.29 | 0.57 | 2.92 |
Current Ratio | 2.96 | 1.09 | 4.59 |
Interest Coverage | — | 4.05 | 492.39 |
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Metric
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ANET
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HPE
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NVDA
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|---|---|---|---|
Return on Assets (Normalized) | 22.23% | 5.72% | 78.47% |
Return on Equity (Normalized) | 34.81% | 17.83% | 106.66% |
Return on Invested Capital (Normalized) | 32.04% | 10.24% | 95.82% |
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1-Day Chart
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